Filed: 11/14/2024ACC: 0001085146-24-005775
📋 What this filing means
HIGHTOWER ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 3458 equity positions with a total reported market value of $70.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3458
Positions
$70.00B
Total AUM (reported)
857.87M
Total Shares
Allocation by class
COM$30.05B42.9%
CL A$2.84B4.1%
CORE S&P500 ETF$1.32B1.9%
TR UNIT$1.07B1.5%
S&P 500 ETF SHS$1.06B1.5%
CL B NEW$997.66M1.4%
SHS$770.48M1.1%
Portfolio Concentration
Top 3$5.93B8.5%
4–10$7.20B10.3%
11–25$7.45B10.6%
Rest$49.42B70.6%
Top 3 weight
8.5%
Top 10 weight
18.8%
Voting Authority Distribution
Total shares with voting rights: 857.87M
Sole
Full voting authority
857.87M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3458
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3458
Rows:
APPLE INC
SOLEShares11.30M
TypeSH
Market value$2.56B
3.66%
Sole
11.30M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.77M
TypePRN
Market value$2.05B
2.93%
Sole
4.77M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.28M
TypeSH
Market value$1.32B
1.88%
Sole
2.28M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.89K
TypeSH
Market value$1.31B
1.87%
Sole
1.89K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares1.87M
TypeSH
Market value$1.06B
1.51%
Sole
1.87M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.04M
TypeSH
Market value$1.06B
1.51%
Sole
2.04M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.17M
TypeSH
Market value$997.66M
1.43%
Sole
2.17M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.31M
TypeSH
Market value$984.70M
1.41%
Sole
5.31M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares8.36M
TypeSH
Market value$975.36M
1.39%
Sole
8.36M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares6.90M
TypeSH
Market value$825.05M
1.18%
Sole
6.90M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.10M
TypeSH
Market value$655.63M
0.94%
Sole
4.10M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares2.73M
TypeSH
Market value$576.28M
0.82%
Sole
2.73M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares3.56M
TypeSH
Market value$575.61M
0.82%
Sole
3.56M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares10.50M
TypeSH
Market value$554.43M
0.79%
Sole
10.50M
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares5.02M
TypeSH
Market value$546.22M
0.78%
Sole
5.02M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.40M
TypeSH
Market value$538.03M
0.77%
Sole
1.40M
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares1.10M
TypeSH
Market value$526.35M
0.75%
Sole
1.10M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.72M
TypeSH
Market value$488.07M
0.70%
Sole
1.72M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.05M
TypeSH
Market value$439.34M
0.63%
Sole
7.05M
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares2.21M
TypeSH
Market value$438.02M
0.63%
Sole
2.21M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares2.70M
TypeSH
Market value$431.28M
0.62%
Sole
2.70M
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares2.50M
TypeSH
Market value$426.14M
0.61%
Sole
2.50M
Shared
0.00
None
0.00
VISA INC
SOLEShares1.53M
TypeSH
Market value$419.60M
0.60%
Sole
1.53M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares10.16M
TypeSH
Market value$417.64M
0.60%
Sole
10.16M
Shared
0.00
None
0.00
EXCHANGE TRADED CONCEPTS TRU
SOLEShares11.21M
TypeSH
Market value$416.73M
0.60%
Sole
11.21M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 11.30M | SH | $2.56B 3.66% | 11.30M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.77M | PRN | $2.05B 2.93% | 4.77M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.28M | SH | $1.32B 1.88% | 2.28M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.89K | SH | $1.31B 1.87% | 1.89K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.87M | SH | $1.06B 1.51% | 1.87M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.04M | SH | $1.06B 1.51% | 2.04M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.17M | SH | $997.66M 1.43% | 2.17M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.31M | SH | $984.70M 1.41% | 5.31M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 8.36M | SH | $975.36M 1.39% | 8.36M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 6.90M | SH | $825.05M 1.18% | 6.90M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.10M | SH | $655.63M 0.94% | 4.10M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 2.73M | SH | $576.28M 0.82% | 2.73M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 3.56M | SH | $575.61M 0.82% | 3.56M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 10.50M | SH | $554.43M 0.79% | 10.50M | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 5.02M | SH | $546.22M 0.78% | 5.02M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.40M | SH | $538.03M 0.77% | 1.40M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.10M | SH | $526.35M 0.75% | 1.10M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.72M | SH | $488.07M 0.70% | 1.72M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 7.05M | SH | $439.34M 0.63% | 7.05M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 2.21M | SH | $438.02M 0.63% | 2.21M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.70M | SH | $431.28M 0.62% | 2.70M | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 2.50M | SH | $426.14M 0.61% | 2.50M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.53M | SH | $419.60M 0.60% | 1.53M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 10.16M | SH | $417.64M 0.60% | 10.16M | 0.00 | 0.00 |
EXCHANGE TRADED CONCEPTS TRUSOLE | ETC 6 HEDGED EQU | 11.21M | SH | $416.73M 0.60% | 11.21M | 0.00 | 0.00 |
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